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| Morningstar Return Rating: | Average | | Year to Date Return: | -2.13% | | 5-Year Average Return: | -1.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 21.70% | |
Worst 1-Yr Total Return (2008): | -36.19% | |
Best 3-Yr Total Return (2005-7): | 6.95% | |
Worst 3-Yr Total Return (2006-8): | -8.94% |
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| 1-Year: | 20.70% | | 3-Year: | -5.67% | | 5-Year: | -1.02% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IOECX | Category | Diff | Index* | Diff | | Year To Date | -2.13 | -2.97 | 0.84 | -3.60 | 1.47 | | 1-Month | -2.13 | -2.97 | 0.84 | -3.60 | 1.47 | | 3-Month | 3.24 | 3.98 | -0.74 | 4.16 | -0.92 | | 1-Year | 33.21 | 32.89 | 0.32 | 33.14 | 0.07 | | 3-Year | -6.74 | -8.60 | 1.86 | -7.24 | 0.5 | | 5-Year | -1.03 | -0.19 | -0.84 | 0.18 | -1.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.62 | 47.48 | -0.86 | 45.76 | 0.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.52 | -17.06 | -0.46 | -18.25 | 0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IOECX | Category | Diff | | 2009 | | | 21.70 | 24.13 | -2.43 | | 2008 | | | -36.19 | -37.09 | 0.90 | | 2007 | | | 8.08 | 1.42 | 6.66 | | 2006 | | | 9.49 | 18.15 | -8.66 | | 2005 | | | 3.38 | 5.95 | -2.57 | | 2004 | | | 10.83 | 12.97 | -2.14 | | 2003 | | | 32.36 | 28.44 | 3.92 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IOECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.80 | 18.16 | 19.84 | 4.55 | | 2008 | -10.59 | -4.01 | -3.70 | -22.79 | | 2007 | 0.18 | 8.59 | 0.85 | -1.50 | | 2006 | 7.11 | -4.47 | 0.82 | 6.13 | | 2005 | -2.04 | 1.91 | 3.69 | -0.13 | | 2004 | 3.12 | 0.41 | -0.81 | 7.91 | | 2003 | -6.99 | 19.55 | 3.12 | 15.44 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 66 | 1325 | 4.98 | | 1-Month | 66 | 1325 | 4.98 | | 3-Month | 380 | 1313 | 28.94 | | 6-Month | 388 | 1296 | 29.94 | | 1-Year | 407 | 1268 | 32.10 | | 3-Year | 197 | 1104 | 17.84 | | 5-Year | 510 | 914 | 55.80 |
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0.53% Nasdaq 
0.09 (0.90%) 
Performance
